Filter People

Created on: March 19, 2015 20:41

Updated on: May 03, 2018 23:00

The Filter bar and menu allow you to narrow down the list of people shown based on Teams, Tags, Dates, or Permissions. Filters are applied instantly and can be pinned so they're automatically applied when you first load the page. Filtered results then allow you to take targeted actions using the action bar.

My Teams

The filter bar shows any filters that are already applied. There is a Team filter applied by default (it's Pinned) that allows Team Leaders to see people from any Teams they lead, and everyone else just people from Teams they are on.

If you click on the Teams filter itself, you'll see its options. At the top we see that the teams listed are coming from this new My Teams grouping. If you have at least Scheduler permissions, you can change My teams to other Folders or Service Types if you want to filter to Teams you aren't a part of.

The buttons at the top let you quickly select Teams from the list below. Clicking "My Teams" will quickly select all the Teams in the list. If you are a Team Leader, you'll also have the "Any I Lead" button that will just select the Teams you lead.

You can also select and deselect individual Teams in the list.

Users with Viewer permissions will not be able to see people that aren't in Teams they are assigned to. As a result, they can't change the My teams dropdown box to see other Teams, they can't remove the My Teams filter, and they must have at least one Team checked.

Add Filters

To find people using filters, enter a phone number, email address, or any name field.

If you want to find people based on their team, tag, a date, or permission, select Filter to reveal the Filter menu.

You can also type f to quickly open and close the filter menu.

The Filter menu is broken up into 4 main tabs: Teams, Tags, Dates, and Permissions. Select a tab to see its filters.

In addition, the Teams tab allows you to choose Teams, Positions, or Advanced, and the Tags tab allows toggling between Tags and Tag Groups.

Choosing options inside of 1 filter finds people who belong to at least one of the selected options. It does not require a person to belong to all of them. It's like putting an OR between each option.

The top two permission filters use actual permissions and allow finding people with an exact permission, a minimum permission, or a maximum permission. The permissions in ascending order are Scheduled Viewer, Viewer, Scheduler, Editor, Administrator.

Show people by their person's highest permission across all Service Types and Folders, the permission listed on the main People page and at the top of their Profile.

Choose a Service Type or Folder then the permission for their Service Type or Folder. If their permission for a Service Type is set to Same as Parent and is therefore inheriting from the Folder, the inherited permission is used, since that determines what a person can do.

If you track Background Checks, view those who have cleared a background check or if the check is missing. Missing shows people who have never had a background check or whose results are pending or need action.

To find people with archived accounts, set Permission (Highest) to Exactly and Archived.

The Filter Bar shows filters that are applied and allows you to make quick changes. You can click directly on any filter and remove it by typing delete or backspace on your keyboard. You can also open the filter and select Remove.

To clear all filters, select the X to the right of the filter bar.

Pinned Filters

Yellow filters have been Pinned and will be applied automatically every time you come back to the page. The Filter itself is what's pinned, not its options, so each time you come back it will remember whichever options it had last.

If you don't want a filter automatically applied, click it in the Filter bar and Unpin it using the button at the bottom.

Unpinning a filter will turn it gray.

Filter Logic

Sometimes you want to find people who have Option A and Option B, and sometimes you want to find people who have Option A or Option B.

Checkbox options = OR. When you select options within a single filter, you can imagine those options are joined together with the word OR.

Filter to Filter = AND. When you add additional filters, you can imagine the word AND between them.

Knowing this logic can help you apply some more advanced filters in different ways.

If instead you want to find people who are on Team A AND Team B, you can use Position Filters, clicking the Any button within each filter.

If instead you want to find people with specific tags in Group A OR specific tags in Group B, using the Tag Group filters.

When you change filters in any way, the web address URL of the page is changed to reflect the exact filters you've applied. If you have many different combinations of filters you apply frequently, you can bookmark a filtered page using your Internet Browser's bookmark feature.